Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4251
-436
4252
-28,832
4253
-325,463
4254
-862,077
4255
-23,544
4256
-1,000,000
4257
-1,138,755
4258
$0 ﹤0.01%
58
4259
$0 ﹤0.01%
+77
4260
-18,300
4261
-4,215
4262
-1,687,328
4263
$0 ﹤0.01%
165
4264
-168,473
4265
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+50
4266
-277,053
4267
-861,094
4268
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+87
4269
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+5
4270
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+4
4271
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100
4272
-5
4273
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$0 ﹤0.01%
41
4275
$0 ﹤0.01%
66